Purchases and Sales Made in Q1 2023 in Apple Inc. (AAPL)
This table provides information about the institutional ownership of Apple Inc. (AAPL) during Q1 2023. The information is specifically focused on institutions that hold shares of Apple Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-15- 0.02% |
$1.88K - $2.47K
|
63.8K
$15.5M
|
|
|
May 04, 2023
Q1 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-16- 0.16% |
$2K - $2.64K
|
9.94K
$2.41M
|
|
|
May 09, 2023
Q1 2023
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-16- 0.15% |
$2K - $2.64K
|
11K
$2.67M
|
|
|
May 15, 2023
Q1 2023
|
Karani Asset Management LLC
New York, NY |
SELL
|
- |
-16- 0.07% |
$2K - $2.64K
|
24.2K
$5.87M
|
|
|
Apr 10, 2023
Q1 2023
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-17- 0.16% |
$2.13K - $2.8K
|
10.5K
$2.56M
|
|
|
Apr 14, 2023
Q1 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-17- 0.1% |
$2.13K - $2.8K
|
17.5K
$4.25M
|
|
|
May 01, 2023
Q1 2023
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-18- 0.1% |
$2.25K - $2.97K
|
18.2K
$4.41M
|
|
|
May 10, 2023
Q1 2023
|
Human Investing LLC
|
SELL
|
- |
-18- 0.08% |
$2.25K - $2.97K
|
22.7K
$5.51M
|
|
|
Apr 10, 2023
Q1 2023
|
Sequent Asset Management, LLC
|
SELL
|
- |
-20- 0.82% |
$2.5K - $3.3K
|
2.41K
$586K
|
|
|
May 15, 2023
Q1 2023
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-20- 0.02% |
$2.5K - $3.3K
|
91K
$22.1M
|
|
|
May 17, 2023
Q1 2023
|
Financial Council Asset Management Inc
|
SELL
|
- |
-20- 0.04% |
$2.5K - $3.3K
|
46.5K
$11.3M
|
|
|
Apr 06, 2023
Q1 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-21- 0.04% |
$2.63K - $3.46K
|
56.2K
$13.6M
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-21- 0.15% |
$2.63K - $3.46K
|
14.1K
$3.43M
|
|
|
May 02, 2023
Q1 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-21- 0.04% |
$2.63K - $3.46K
|
55.2K
$13.4M
|
|
|
May 12, 2023
Q1 2023
|
Mc Donough Capital Management, Inc
Orlando, FL |
SELL
|
- |
-21- 0.03% |
$2.63K - $3.46K
|
71.4K
$17.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-22- 0.03% |
$2.75K - $3.63K
|
69.7K
$16.9M
|
|
|
May 11, 2023
Q1 2023
|
Poehling Capital Management, Inc.
Madison, WI |
SELL
|
- |
-22- 0.03% |
$2.75K - $3.63K
|
62.9K
$15.3M
|
|
|
May 12, 2023
Q1 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-22- 0.19% |
$2.75K - $3.63K
|
11.3K
$2.75M
|
|
|
Nov 16, 2023
Q1 2023
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-22- 7.91% |
$2.75K - $3.63K
|
256
$62.1K
|
|
|
Apr 20, 2023
Q1 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-23- 0.04% |
$2.88K - $3.79K
|
62.6K
$15.2M
|
|
|
May 02, 2023
Q1 2023
|
Tevis Investment Management
|
SELL
|
- |
-24- 0.1% |
$3K - $3.96K
|
24.5K
$5.96M
|
|
|
May 03, 2023
Q1 2023
|
Adams Wealth Management
|
SELL
|
- |
-24- 0.3% |
$3K - $3.96K
|
7.88K
$1.91M
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-24- 0.07% |
$3K - $3.96K
|
35K
$8.5M
|
|
|
Apr 17, 2023
Q1 2023
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-25- 6.25% |
$3.13K - $4.12K
|
375
$91K
|
|
|
May 03, 2023
Q1 2023
|
Schiavi & CO LLC
Wilmington, DE |
SELL
|
- |
-25- 0.5% |
$3.13K - $4.12K
|
4.98K
$1.21M
|
|
|
May 10, 2023
Q1 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-25- 0.23% |
$3.13K - $4.12K
|
10.9K
$2.65M
|
|
|
May 15, 2023
Q1 2023
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-25- 0.51% |
$3.13K - $4.12K
|
4.92K
$1.19M
|
|
|
May 11, 2023
Q1 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-26- 0.24% |
$3.25K - $4.29K
|
11K
$2.66M
|
|
|
May 12, 2023
Q1 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-26- 0.14% |
$3.25K - $4.29K
|
18.3K
$4.45M
|
|
|
Apr 26, 2023
Q1 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-27- 0.27% |
$3.38K - $4.45K
|
10.1K
$2.44M
|
|
|
Apr 24, 2023
Q1 2023
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-29- 0.93% |
$3.63K - $4.78K
|
3.09K
$750K
|
|
|
May 05, 2023
Q1 2023
|
Alliance Wealth Management Group
Flemington, NJ |
SELL
|
- |
-29- 0.1% |
$3.63K - $4.78K
|
30.2K
$7.32M
|
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-29- 0.43% |
$3.63K - $4.78K
|
6.72K
$1.63M
|
|
|
May 11, 2023
Q1 2023
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-29- 0.04% |
$3.63K - $4.78K
|
64.7K
$15.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Ade, LLC
|
SELL
|
- |
-30- 0.2% |
$3.75K - $4.95K
|
15.3K
$3.71M
|
|
|
May 08, 2023
Q1 2023
|
Wulff, Hansen & Co.
|
SELL
|
- |
-30- 0.19% |
$3.75K - $4.95K
|
15.4K
$3.74M
|
|
|
Apr 04, 2023
Q1 2023
|
Boston Standard Wealth Management, LLC
|
SELL
|
- |
-32- 0.38% |
$4K - $5.28K
|
8.3K
$2.01M
|
|
|
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-32- 0.12% |
$4K - $5.28K
|
26.4K
$6.42M
|
|
|
Apr 25, 2023
Q1 2023
|
Applied Capital LLC
|
SELL
|
- |
-32- 0.89% |
$4K - $5.28K
|
3.55K
$861K
|
|
|
May 03, 2023
Q1 2023
|
Arkansas Financial Group, Inc.
|
SELL
|
- |
-33- 1.25% |
$4.13K - $5.44K
|
2.6K
$631K
|
|
|
May 04, 2023
Q1 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-34- 0.12% |
$4.25K - $5.61K
|
28.7K
$6.96M
|
|
|
Apr 20, 2023
Q1 2023
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-35- 0.53% |
$4.38K - $5.77K
|
6.53K
$1.58M
|
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-35- 0.01% |
$4.38K - $5.77K
|
476K
$116M
|
|
|
Apr 20, 2023
Q1 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-36- 0.54% |
$4.5K - $5.94K
|
6.68K
$1.62M
|
|
|
May 15, 2023
Q1 2023
|
Merlin Capital LLC
|
SELL
|
- |
-36- 0.86% |
$4.5K - $5.94K
|
4.17K
$1.01M
|
|
|
Apr 11, 2023
Q1 2023
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-37- 0.31% |
$4.63K - $6.1K
|
11.8K
$2.86M
|
|
|
May 10, 2023
Q1 2023
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-38- 0.17% |
$4.75K - $6.27K
|
22.2K
$5.39M
|
|
|
Apr 19, 2023
Q1 2023
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-39- 0.06% |
$4.88K - $6.43K
|
69.2K
$16.8M
|
|
|
Apr 27, 2023
Q1 2023
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-39- 0.3% |
$4.88K - $6.43K
|
13.2K
$3.19M
|
|
|
May 08, 2023
Q1 2023
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-39- 1.48% |
$4.88K - $6.43K
|
2.6K
$631K
|